About Us

Eric Maldonado, CFP®

A Fee-Only Financial Advisor

 
 
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The benefits of working with a Fee-Only Certified Financial Planner™ professional:

  • Gain peace-of-mind with your money decisions.

  • Remove the guilt that comes with financial procrastination.

  • Confidence from having a written plan.

  • Avoid the next big mistake.

  • Simplify the money conversation.

Juggling work, time with family, rest, and finances is constant. For most people, finances are in default mode. No design, no plan.

I help clients maximize their finances now, invest for a 30-year retirement, and build multi-generational wealth.

 

 

Our Services:

 
 

Comprehensive Financial Planning

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  • What’s important to you when it comes to money?

  • Invest based on your Goals.

  • Implement a Profit-First System.

  • Incorporate tax strategies into the plan.

Investing

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  • Low-cost, tax-efficient, diversified investing.

  • Biblically-principled investments available.

‘Quick-start Financial Planning’

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  • Get help on pressing matters.

  • A One-page Financial Action Plan. 

  • Virtual meetings available, location independent.

 

Investing in Today’s Market

 

“Most people overestimate what they can do in one year and underestimate what they can do in ten years.” ― Bill Gates

Our Fiduciary Statement »